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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Other fees; Custodial (other than sec... | $199,261 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 25-1139840 | Contract Administrator | $161,456 |
THOMSON HORSTMANN & BRYANT4+ years Service code 28 · EIN 13-3163794 | Investment Management | $118,911 |
Filed as: UBS Service code 28 · EIN 36-3762086 | Investment Management | $112,686 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $109,826 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 | Legal | $87,225 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 51 · EIN 46-3793325 | Investment Mgmt Fees | $75,977 |
BHA CONSULTING4+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 26-1384808 | Actuarial | $68,404 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,625 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $54,779 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 5.28% | 10.27%-5.0pp | 10.56%-5.3pp | 53.27%-48.0pp |
| Employer contribution / active EE | $16,503 | $12,273+34.5% | $30,199-45.4% | $14,774+11.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |